Analysing Asset and Portfolio Performance

How do asset managers monitor performance, counterparty risk and market risk? How do financial advisors optimise performance for their clients and drive a larger share of wallet? Join us as we partner with our financial services partner, UseReady, to share how to use Tableau to minimise the complexity and simplify the oversight required to property manage performance at both firm and account levels.

Watch this live webinar and we’ll cover:

-An overview of how to manage your firm’s exposure to asset classes, investment strategy and industry sectors
-How to utilise Tableau dashboards to monitor credit ratings by agencies including issuer, counterparty and individual credit instruments
-A data-driven strategy to leverage your analytics to manage exposure and performance against the stock market over time

Discover how your analytics can save you time and effort while managing assets and optimizing performance for the firm and its clients.

Data is everywhere and traditional report factories are rapidly becoming obsolete. Enterprise organisations are looking for self-service analytics and IT is looking for a sustainable, yet long-term approach to governance. So how do you satisfy the needs of both the business and IT? That’s the lingering question for many IT leaders and what Colin Adler will discuss during this webinar.

During this webinar, you will learn about:

*Why moving from Traditional to Modern analytics is needed in today’s business landscape
*What to consider when evaluating Modern Business Intelligence and Analytics platforms
*How shifting to enterprise self-service analytics tools empowers both the business and IT

Keeping up with the rapid pace of change in the Business Intelligence ecosystem gets more challenging every year. Watch this 60-minute webinar to get a high-level overview of the top 10 trends in BI for 2018.

When you are trying to make sense out of your data, where do you begin?

Two popular approaches to visual data analysis include data visualisation and visual analytics. Each plays an important role in data exploration. You don’t have to choose one or the other — they both help you to see and understand your data.

In this live webinar you will discover what visual analytics really is and how the visual analytics process can encourage deeper analysis of your data.

Join us to learn about:

-The first step in data exploration - how to answer 'what' questions in your data
-The power of asking why - how to dig deeper into your data by asking 'why'
-What visual analytics can do for you - live demo using Transport for London data

Join Amy and Andy as they discuss how certain design elements affect where people look on dashboards. They'll share the exciting eye tracking data collected, and distill their findings into design tips that will help you make more effective dashboards.

Dashboards are a vital part of any business intelligence (BI) strategy. But there's an unspoken truth: dashboards are always incomplete and out of date. You have new business decisions to make every single day. Do your dashboards change that fast? No. Fortunately, a good BI strategy can also encourage iteration, curiosity, and flexibility. Learn how to adopt those cultural changes in order to evolve your BI investments beyond dead-end dashboards and towards data-driven decisions.

Successful dashboards require you to think like a designer. In this webinar, data visualisation expert Andy Cotgreave will look at ideas and theories from the world of design, and show how you can apply them to your dashboards. Whether you make functional, operational dashboards, or beautiful persuasive pieces of work, this webinar will help frame your approach.

How do asset managers monitor performance, counterparty risk and market risk? How do financial advisors optimise performance for their clients and drive a larger share of wallet? Join us as we partner with our financial services partner, UseReady, to share how to use Tableau to minimise the complexity and simplify the oversight required to property manage performance at both firm and account levels.

Watch this live webinar and we’ll cover:

-An overview of how to manage your firm’s exposure to asset classes, investment strategy and industry sectors
-How to utilise Tableau dashboards to monitor credit ratings by agencies including issuer, counterparty and individual credit instruments
-A data-driven strategy to leverage your analytics to manage exposure and performance against the stock market over time

Discover how your analytics can save you time and effort while managing assets and optimizing performance for the firm and its clients.

Understanding credit risk and its impact on reserves and write-offs is fundamental yet challenging to manage. Join us as we share how to use Tableau to analyze exposure by risk characteristics, identify predictive indicators to illustrate potential exposure, and visualize risk concentration by risk rating.

View this webinar and we’ll cover:

-An overview on how leading financial institutions are managing borrower credit risk
-How to utilise Tableau dashboards to properly monitor risk exposure
-A data-driven strategy to leverage your analytics to improve credit risk
-Discover how your analytics can save you time and effort while maintaining the required level of risk --management and oversight needed in your operation.

Tableau makes it easy for people to rapidly transform data into smart business analytics. It’s a new kind of business intelligence software – rapid-fire business intelligence.

We’ve done years of research to build business analytics software that supports people’s natural ability to think visually. Shift fluidly between interactive views, graphs & reports, following your natural train of thought. You’re not stuck in wizards, bogged down writing scripts or waiting for IT to develop a report. You quickly create useful data visualizations, reports & dashboards. And then in a click, you share them across your organization.

All the things you wished you could do with business intelligence —work with huge data live or in-memory, mash up data sources, visualize data in multiple ways, build dashboards, create interactive data applications—are not only possible in Tableau but are also quick work.